1099-R from Life Insurance Surrender

LLidnd
LLidnd Member Posts: 1 Newcomer

Hello. I'm having a hard time figuring out where to enter the information from a 1099-R I received for surrendering a life insurance policy. I see where to put 1099-R for retirement income, but not for this case. Could someone please point out where this goes? Thanks!

Answers

  • rachels
    rachels FreeTaxUSA Agent Posts: 107

    Hi LLidnd,

    The only way to enter a 1099-R into our software is by going to Income > Common Income > Retirement Income (1099-R). What about your 1099-R boxes makes it not work in that section of your account?